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PROBATE AND TRUST ADMINISTRATION

If estate planning is the process of designing a playbook, estate administration occurs when the playbook is put into action. The process begins with an event that triggers a provision in your estate plan, such as incapacity or death. The plan becomes “executory”, meaning that the individuals you designated in your plan documents must step into action and execute according to your instructions.
 
Estate administration can be complex and the people you have designated must have competent and experienced counsel to guide them through the process. They must make important decisions – sometimes quickly – and they need help to make them wisely. They may need to prepare inventories of your property, prepare tax returns, or sign other important documents on your behalf. Ultimately they must divide and distribute your property to those individuals or charities you identified in your will or trust agreement.
 
If your family has experienced the loss of a family member, our law firm can assist you with the legal process that occurs when a loved one passes away. We strongly believe that a carefully executed estate plan is a critical component of a family’s wealth management. Our firm’s guiding principle is to provide families with quality Trust Administration and Probate services tailored to each client’s specific needs and goals.

There are certain steps that you will need to take if your loved one had a Will versus a Trust. The estate administration process carries a lot of responsibilities. We can help guide your loved ones through the process as sensitively and completely as possible, and will try to make it as straightforward and efficient as possible.

IMPORTANT NOTE:

Do not re-title any assets before speaking with a qualified estate planning attorney. That meeting should take place approximately two weeks after your loved one has passed.

You can reach our office at 919-647-9599 to speak with one of our staff members with any questions that you may have and to arrange a consultation regarding the Probate and Trust Administration Process.